initiating-coverage by anthropics/financial-services-plugins
npx skills add https://github.com/anthropics/financial-services-plugins --skill initiating-coverage通过结构化的 5 项任务工作流程,创建机构质量的股票研究启动报告。每项任务必须使用经过验证的输入单独执行。
此技能遵循机构标准(摩根大通、高盛、摩根士丹利格式)生成全面的首次覆盖报告。任务单独执行,每项任务在继续之前都会验证先决条件。
默认字体:所有文档均使用 Times New Roman(除非用户另有指定)。
此技能仅支持单任务模式。
当用户请求:
必需响应:
询问要执行哪项具体任务:
我可以帮助您为 [公司] 创建股票研究启动报告。
这涉及需要单独完成的 5 项独立任务:
1. 公司研究 - 研究业务、管理层、行业
2. 财务建模 - 构建预测模型
3. 估值分析 - DCF 和可比公司
4. 图表生成 - 创建 25-35 张图表
5. 报告汇编 - 编译最终报告
您想从哪项任务开始?
当用户明确要求一起执行所有任务时:
我理解您希望完成整个启动报告流程。
目前,此技能支持一次执行一项任务,这允许在每个阶段进行更好的质量控制和审查。
我们正在开发一个无缝的端到端工作流程,以使此过程更加自动化,但目前,我们需要单独完成每项任务。
您想从任务 1(公司研究)开始吗?
广告位招租
在这里展示您的产品或服务
触达数万 AI 开发者,精准高效
切勿自动假设从哪项任务开始 - 始终请用户确认。
切勿连续执行多项任务 - 完成一项任务,交付输出,然后等待下一个用户请求。
仅交付指定的输出。请勿创建额外文档。
每项任务都指定了确切的交付物。请勿创建:
原因:这些额外内容浪费上下文,并且不属于专业工作流程的一部分。
需要交付的内容:
如果交付物未在上方列出,请勿创建它。
选择要执行的任务:
| 任务 | 名称 | 先决条件 | 输出 |
|---|---|---|---|
| 1 | 公司研究 | 公司名称/股票代码 | 6-8千字文档 |
| 2 | 财务建模 | 10-K 或财务报表访问权限 | Excel 模型(6个工作表) |
| 3 | 估值分析 | 财务模型(任务 2) | 估值 + 目标价 |
| 4 | 图表生成 | 任务 1, 2, 3 + 外部数据 | 25-35 张 PNG/JPG 图表 |
| 5 | 报告汇编 | 所有先前任务 (1-4) | 30-50 页 DOCX 报告 |
模式 1:用户指定具体任务
User: "Use initiating-coverage, Task 1 for Tesla"
Response: ✅ 立即执行任务 1
模式 2:用户要求"启动报告"或"完整流程"
User: "Create a coverage initiation report for Tesla"
Response: ❌ 切勿自动开始任何任务
✅ 询问从哪项任务开始(参见上方模板)
模式 3:用户希望执行"所有任务"或"整个工作流程"
User: "I want to complete all 5 tasks for Tesla"
Response: ❌ 切勿链接任务
✅ 解释一次一项任务的限制(参见上方模板)
✅ 询问是否想从任务 1 开始
执行单项任务:
"Use initiating-coverage skill, Task 1 for Tesla"
"Do Task 2 of initiating-coverage for Tesla"
"Run Task 3 for Tesla using the initiating-coverage skill"
完成完整报告(需要 5 个独立请求):
Request 1: "Do Task 1 for Tesla" → 完成 → 交付输出
Request 2: "Do Task 2 for Tesla" → 完成 → 交付输出
Request 3: "Do Task 3 for Tesla" → 完成 → 交付输出
Request 4: "Do Task 4 for Tesla" → 完成 → 交付输出
Request 5: "Do Task 5 for Tesla" → 完成 → 交付输出
对于完整的启动报告,必须在单独的用户请求中按以下顺序执行任务:
Request 1: Task 1 - Company Research (independent)
↓ [User reviews outputs and requests next task]
Request 2: Task 2 - Financial Modeling (independent)
↓ [User reviews outputs and requests next task]
Request 3: Task 3 - Valuation Analysis (requires Task 2 output)
↓ [User reviews outputs and requests next task]
Request 4: Task 4 - Chart Generation (requires Tasks 2 & 3 outputs)
↓ [User reviews outputs and requests next task]
Request 5: Task 5 - Report Assembly (requires ALL previous task outputs)
注意:任务 1 和 2 可以按任意顺序运行。任务 3-5 有严格的依赖关系,必须在继续之前验证输入。
目的:研究公司的业务、管理层、竞争地位、行业和风险。
先决条件:✅ 无(完全独立)
流程:
输出:公司研究文档(6,000-8,000 字)
文件名:[Company]_Research_Document_[Date].md
⚠️ 仅交付此 1 个文件。无完成摘要,无额外文档。
⚠️ 请勿走捷径:
继续前的验证:此任务无需验证。
目的:提取历史财务数据并构建包含预测和情景的综合性 Excel 财务模型。
先决条件:⚠️ 开始前验证
输入验证:
BEFORE STARTING - Select approach:
Option A: Extract financials (most common)
- [ ] Have access to 10-K or financial statements?
- [ ] Ready to extract 3-5 years of data?
Option B: User provided pre-extracted financials
- [ ] Historical financials file received?
- [ ] Contains income statement, cash flow, balance sheet (3-5 years)?
Optional:
- [ ] Company research (Task 1) complete for context?
流程:
输出:Excel 财务模型 (.xlsx)
文件名:[Company]_Financial_Model_[Date].xlsx
⚠️ 仅交付此 1 个文件。无完成摘要,无额外文档。
⚠️ 请勿走捷径:
继续任务 3 前的验证:
目的:使用 DCF、可比公司和先例交易进行综合估值。
先决条件:⚠️ 开始前验证
⚠️ 关键:除非任务 2 已完成,否则请勿开始此任务
此任务需要任务 2 的财务模型。在没有模型的情况下开始将导致工作不完整。
如果任务 2 未完成:立即停止并告知用户必须先完成任务 2(财务建模)。请勿尝试继续或创建占位符估值。
输入验证:
BEFORE STARTING:
- [ ] Task 2 complete? (Financial model exists)
- [ ] Model file path/location known?
- [ ] Can access projected financials from model?
Required from model:
- [ ] Projected FCF (5 years)
- [ ] Revenue projections
- [ ] EBITDA projections
- [ ] Terminal year metrics
流程:
输出:估值分析(4-6 页 + Excel 工作表)
文件:
[Company]_Valuation_Analysis_[Date].md(书面分析文档)[Company]_Financial_Model_[Date].xlsx(来自任务 2)的 Excel 工作表
⚠️ 仅交付:1 个 Markdown 文件 + 添加到现有 Excel 的 4 个工作表。无完成摘要,无额外文档。
⚠️ 请勿走捷径:
继续任务 4 前的验证:
目的:为报告生成 25-35 张专业财务图表。
先决条件:⚠️ 开始前验证
⚠️ 关键:除非任务 1、2 和 3 已完成,否则请勿开始此任务
此任务需要所有三个先前任务的输出。在没有它们的情况下开始将导致图表不完整。
如果任务 1、2 或 3 中的任何一项未完成:立即停止并告知用户需要先完成哪些任务。具体要求是:
请勿尝试创建占位符图表或因数据缺失而跳过图表。
输入验证:
BEFORE STARTING:
- [ ] Task 1 complete? (Company research exists)
- [ ] Task 2 complete? (Financial model exists)
- [ ] Task 3 complete? (Valuation analysis exists)
- [ ] Can access external market data sources?
Required from Task 1:
- [ ] Company history and milestones (for charts 05, 06)
- [ ] Management team structure (for chart 07)
- [ ] Product portfolio details (for chart 08)
- [ ] Customer segmentation data (for chart 09)
- [ ] Competitive landscape analysis (for charts 16, 17, 18)
- [ ] TAM sizing and market data (for chart 15)
Required from Task 2:
- [ ] Revenue by product (historical + projected) - for chart 03 ⭐
- [ ] Revenue by geography (historical + projected) - for chart 04 ⭐
- [ ] Income statement with margins (for charts 02, 10, 11)
- [ ] Cash flow statement (for chart 12)
- [ ] Scenario comparison data (for chart 14)
Required from Task 3:
- [ ] DCF sensitivity matrix - for chart 28 ⭐
- [ ] DCF components (for chart 29)
- [ ] Comparable companies data (for charts 30, 31)
- [ ] Valuation ranges - for chart 32 ⭐
Required from External Sources:
- [ ] Historical stock price data (for chart 01)
- [ ] Historical valuation multiples (for chart 34)
流程:
输出:25-35 个专业图表文件(PNG/JPG,300 DPI)打包在 zip 中
4 个必选图表(必须存在)⭐:
25 个必需图表(具体列表):
10 个可选图表(用于达到 26-35 张的范围):
重要提示:任务 5 将嵌入所有创建的图表(25-35 张),以实现视觉密度(每 200-300 字一张图表)。
文件命名:chart_01_description.png、chart_02_description.png 等。
交付物:[Company]_Charts_[Date].zip,包含所有 25-35 个图表文件 + chart_index.txt
⚠️ 仅交付此 1 个 zip 文件。无完成摘要,无单独的图表列表,无额外文档。
⚠️ 请勿走捷径:
继续任务 5 前的验证:
目的:撰写并汇编综合性的最终 DOCX 报告。
先决条件:⚠️ 开始前验证
⚠️ 关键:除非所有任务 1-4 已完成,否则请勿开始此任务
这是最终的汇编任务。没有所有先前的工作成果,无法完成此任务。
如果任务 1、2、3 或 4 中的任何一项未完成:立即停止并告知用户需要先完成哪些任务。具体要求是:
请勿尝试创建占位符内容、替换缺失部分或汇编不完整的报告。报告需要所有输入才能达到可发布状态。
输入验证:
BEFORE STARTING - ALL TASKS MUST BE COMPLETE:
Task 1 Verification:
- [ ] Company research document exists? (6-8K words)
- [ ] Management bios complete? (300-400 words × 3-4 execs)
- [ ] Competitive analysis complete? (5-10 competitors)
- [ ] Risk assessment complete? (8-12 risks)
Task 2 Verification:
- [ ] Financial model exists and can be opened?
- [ ] Model has projections (5 years)?
- [ ] Scenarios exist (Bull/Base/Bear)?
Task 3 Verification:
- [ ] Valuation analysis complete?
- [ ] Price target determined?
- [ ] Recommendation set? (BUY/HOLD/SELL)
- [ ] DCF and comps complete?
Task 4 Verification:
- [ ] Chart zip file exists?
- [ ] Can extract/access all 25-35 chart files from zip?
- [ ] All 4 mandatory charts present?
- [ ] Revenue by product (stacked area)
- [ ] Revenue by geography (stacked bar)
- [ ] DCF sensitivity (heatmap)
- [ ] Valuation football field
- [ ] Chart files accessible and can be opened?
IF ANY VERIFICATION FAILS: Stop and complete missing task first.
流程:
关键原则:
🔥 关键:在此任务上全力以赴
这是最终交付物。请勿走捷径。
切勿:
这是可发布的机构研究报告。不遗余力,不计令牌,不吝细节。
输出:综合性股票研究报告 (.docx)
规格:
结构:
文件名:[Company]_Initiation_Report_[Date].docx
⚠️ 仅交付此 1 个 DOCX 文件。无执行摘要,无"要点"文档,无额外文件。
最终验证:
每项任务都有严格的先决条件。在没有所需输入的情况下运行任务将:
在开始任务前始终验证输入。
任务 1:✅ 无需验证(独立)
任务 2:检查历史财务数据是否可用
任务 3:检查财务模型是否存在且可访问
任务 4:检查模型(任务 2)和估值(任务 3)是否都存在
任务 5:检查所有先前任务是否完成(1, 2, 3, 4)
IF prerequisites are missing:
1. Stop the current task
2. Identify which prerequisite task(s) need to be completed
3. Execute the missing task(s) first
4. Return to current task once prerequisites are met
User: "Use initiating-coverage, Task 5 for Tesla"
Claude: "Starting Task 5: Report Assembly for Tesla
VERIFICATION - Checking prerequisites:
- Task 1 (Company research)... ❌ NOT FOUND
- Task 2 (Financial model)... ❌ NOT FOUND
- Task 3 (Valuation)... ❌ NOT FOUND
- Task 4 (Charts)... ❌ NOT FOUND
⚠️ VERIFICATION FAILED
Task 5 requires ALL previous tasks to be complete.
To proceed:
1. Complete Task 1: Company Research
2. Complete Task 2: Financial Modeling
3. Complete Task 3: Valuation Analysis
4. Complete Task 4: Chart Generation
5. Then return to Task 5
Would you like to start with Task 1 first?"
每项任务的详细说明都在单独的参考文件中,以保持此技能的简洁:
何时加载参考文件:仅加载与正在执行的具体任务相关的参考文件。这些文件非常大 - 请勿一次加载多个参考文件。在任务开始时读取相应的任务参考文件以获取详细的逐步说明。
所有输出均符合领先投资银行(摩根大通、高盛、摩根士丹利)的机构标准:
同一会话:输出自动可用于后续任务
不同会话:明确引用先前任务的输出
"Use Task 3 with the model from yesterday at [path]"
"Use Task 5 with the research document at [path]"
工作流程中推荐的结构:
ProjectFolder/
├── Task1_Research/
│ └── [Company]_Research_Document.md
├── Task2_Model/
│ └── [Company]_Financial_Model.xlsx
├── Task3_Valuation/
│ └── [Company]_Valuation_Analysis.pdf
├── Task4_Charts/
│ ├── chart_01.png
│ └── ... (25-35 files)
└── Task5_Report/
└── [Company]_Initiation_Report.docx
此技能不支持自动按顺序运行所有任务。每项任务必须明确请求并验证。
原因:这确保了:
成功的启动报告工作流程应:
输出质量:机构级(摩根大通/高盛/摩根士丹利水平) 用例:首次全面覆盖一家公司
每周安装次数
53
代码仓库
GitHub 星标数
5.6K
首次出现
13 天前
安全审计
安装于
opencode52
gemini-cli52
amp52
github-copilot52
codex52
kimi-cli52
Create institutional-quality equity research initiation reports through a structured 5-task workflow. Each task must be executed separately with verified inputs.
This skill produces comprehensive first-time coverage reports following institutional standards (JPMorgan, Goldman Sachs, Morgan Stanley format). Tasks are executed individually, each verifying prerequisites before proceeding.
Default Font : Times New Roman throughout all documents (unless user specifies otherwise).
THIS SKILL OPERATES IN SINGLE-TASK MODE ONLY.
When user requests:
REQUIRED RESPONSE:
Ask which specific task to perform:
I can help you create an equity research initiation report for [Company].
This involves 5 separate tasks that need to be completed individually:
1. Company Research - Research business, management, industry
2. Financial Modeling - Build projection model
3. Valuation Analysis - DCF and comparable companies
4. Chart Generation - Create 25-35 charts
5. Report Assembly - Compile final report
Which task would you like to start with?
When user explicitly requests all tasks together:
I understand you'd like to complete the entire initiation report pipeline.
Currently, this skill supports executing one task at a time, which allows
for better quality control and review at each stage.
We're working on a seamless end-to-end workflow that will make this process
more automated, but for now, we'll need to complete each task separately.
Would you like to start with Task 1 (Company Research)?
Never automatically assume which task to start - always ask user to confirm.
Never execute multiple tasks in sequence - complete one task, deliver outputs, then wait for next user request.
DELIVER ONLY THE SPECIFIED OUTPUTS. DO NOT CREATE EXTRA DOCUMENTS.
Each task specifies exact deliverables. Do NOT create:
Why : These extras waste context and are not part of the professional workflow.
What TO deliver :
If a deliverable is not listed above, DO NOT CREATE IT.
Select which task to execute:
| Task | Name | Prerequisites | Output |
|---|---|---|---|
| 1 | Company Research | Company name/ticker | 6-8K word document |
| 2 | Financial Modeling | 10-K or financials access | Excel model (6 tabs) |
| 3 | Valuation Analysis | Financial model (Task 2) | Valuation + price target |
| 4 | Chart Generation | Tasks 1, 2, 3 + external data | 25-35 PNG/JPG charts |
| 5 | Report Assembly | ALL previous tasks (1-4) | 30-50 page DOCX report |
Pattern 1: User specifies a specific task
User: "Use initiating-coverage, Task 1 for Tesla"
Response: ✅ Execute Task 1 immediately
Pattern 2: User asks for "initiation report" or "full pipeline"
User: "Create a coverage initiation report for Tesla"
Response: ❌ DO NOT start any task automatically
✅ Ask which task to start with (see template above)
Pattern 3: User wants to do "all tasks" or "entire workflow"
User: "I want to complete all 5 tasks for Tesla"
Response: ❌ DO NOT chain tasks together
✅ Explain one-at-a-time limitation (see template above)
✅ Ask if they want to start with Task 1
Executing a single task:
"Use initiating-coverage skill, Task 1 for Tesla"
"Do Task 2 of initiating-coverage for Tesla"
"Run Task 3 for Tesla using the initiating-coverage skill"
Completing full report (requires 5 separate requests):
Request 1: "Do Task 1 for Tesla" → Complete → Deliver outputs
Request 2: "Do Task 2 for Tesla" → Complete → Deliver outputs
Request 3: "Do Task 3 for Tesla" → Complete → Deliver outputs
Request 4: "Do Task 4 for Tesla" → Complete → Deliver outputs
Request 5: "Do Task 5 for Tesla" → Complete → Deliver outputs
For a complete initiation report, tasks must be executed in separate user requests following this order:
Request 1: Task 1 - Company Research (independent)
↓ [User reviews outputs and requests next task]
Request 2: Task 2 - Financial Modeling (independent)
↓ [User reviews outputs and requests next task]
Request 3: Task 3 - Valuation Analysis (requires Task 2 output)
↓ [User reviews outputs and requests next task]
Request 4: Task 4 - Chart Generation (requires Tasks 2 & 3 outputs)
↓ [User reviews outputs and requests next task]
Request 5: Task 5 - Report Assembly (requires ALL previous task outputs)
Note : Tasks 1 and 2 can be run in any order. Tasks 3-5 have strict dependencies and must verify inputs before proceeding.
Purpose : Research company's business, management, competitive position, industry, and risks.
Prerequisites : ✅ None (fully independent)
Process :
Output : Company Research Document (6,000-8,000 words)
File name : [Company]_Research_Document_[Date].md
⚠️ DELIVER ONLY THIS 1 FILE. NO completion summaries, no extra documents.
⚠️ DO NOT TAKE SHORTCUTS:
Verification before proceeding : None required for this task.
Purpose : Extract historical financials and build comprehensive Excel financial model with projections and scenarios.
Prerequisites : ⚠️ Verify before starting
Input Verification :
BEFORE STARTING - Select approach:
Option A: Extract financials (most common)
- [ ] Have access to 10-K or financial statements?
- [ ] Ready to extract 3-5 years of data?
Option B: User provided pre-extracted financials
- [ ] Historical financials file received?
- [ ] Contains income statement, cash flow, balance sheet (3-5 years)?
Optional:
- [ ] Company research (Task 1) complete for context?
Process :
Output : Excel Financial Model (.xlsx)
File name : [Company]_Financial_Model_[Date].xlsx
⚠️ DELIVER ONLY THIS 1 FILE. NO completion summaries, no extra documents.
⚠️ DO NOT TAKE SHORTCUTS:
Verification before proceeding to Task 3 :
Purpose : Perform comprehensive valuation using DCF, comparables, and precedent transactions.
Prerequisites : ⚠️ Verify before starting
⚠️ CRITICAL: DO NOT START THIS TASK UNLESS TASK 2 IS COMPLETE
This task requires the financial model from Task 2. Starting without it will result in incomplete work.
IF TASK 2 IS NOT COMPLETE : Stop immediately and inform the user that Task 2 (Financial Modeling) must be completed first. Do not attempt to proceed or create placeholder valuations.
Input Verification :
BEFORE STARTING:
- [ ] Task 2 complete? (Financial model exists)
- [ ] Model file path/location known?
- [ ] Can access projected financials from model?
Required from model:
- [ ] Projected FCF (5 years)
- [ ] Revenue projections
- [ ] EBITDA projections
- [ ] Terminal year metrics
Process :
Output : Valuation Analysis (4-6 pages + Excel tabs)
Files :
[Company]_Valuation_Analysis_[Date].md (written analysis document)[Company]_Financial_Model_[Date].xlsx (from Task 2)
⚠️ DELIVER ONLY: 1 markdown file + 4 tabs added to existing Excel. NO completion summaries, no extra documents.
⚠️ DO NOT TAKE SHORTCUTS:
Verification before proceeding to Task 4 :
Purpose : Generate 25-35 professional financial charts for the report.
Prerequisites : ⚠️ Verify before starting
⚠️ CRITICAL: DO NOT START THIS TASK UNLESS TASKS 1, 2, AND 3 ARE COMPLETE
This task requires outputs from all three previous tasks. Starting without them will result in incomplete charts.
IF ANY OF TASKS 1, 2, OR 3 ARE NOT COMPLETE : Stop immediately and inform the user which tasks need to be completed first. The specific requirements are:
Do not attempt to create placeholder charts or skip charts due to missing data.
Input Verification :
BEFORE STARTING:
- [ ] Task 1 complete? (Company research exists)
- [ ] Task 2 complete? (Financial model exists)
- [ ] Task 3 complete? (Valuation analysis exists)
- [ ] Can access external market data sources?
Required from Task 1:
- [ ] Company history and milestones (for charts 05, 06)
- [ ] Management team structure (for chart 07)
- [ ] Product portfolio details (for chart 08)
- [ ] Customer segmentation data (for chart 09)
- [ ] Competitive landscape analysis (for charts 16, 17, 18)
- [ ] TAM sizing and market data (for chart 15)
Required from Task 2:
- [ ] Revenue by product (historical + projected) - for chart 03 ⭐
- [ ] Revenue by geography (historical + projected) - for chart 04 ⭐
- [ ] Income statement with margins (for charts 02, 10, 11)
- [ ] Cash flow statement (for chart 12)
- [ ] Scenario comparison data (for chart 14)
Required from Task 3:
- [ ] DCF sensitivity matrix - for chart 28 ⭐
- [ ] DCF components (for chart 29)
- [ ] Comparable companies data (for charts 30, 31)
- [ ] Valuation ranges - for chart 32 ⭐
Required from External Sources:
- [ ] Historical stock price data (for chart 01)
- [ ] Historical valuation multiples (for chart 34)
Process :
Output : 25-35 Professional Chart Files (PNG/JPG, 300 DPI) packaged in zip
4 MANDATORY Charts (must be present) ⭐:
25 REQUIRED Charts (specific list):
10 OPTIONAL Charts (for 26-35 range):
IMPORTANT : Task 5 embeds ALL charts created (25-35) for visual density (1 chart per 200-300 words).
File naming : chart_01_description.png, chart_02_description.png, etc.
Deliverable : [Company]_Charts_[Date].zip containing all 25-35 chart files + chart_index.txt
⚠️ DELIVER ONLY THIS 1 ZIP FILE. NO completion summaries, no separate chart lists, no extra documents.
⚠️ DO NOT TAKE SHORTCUTS:
Verification before proceeding to Task 5 :
Purpose : Write and assemble the comprehensive final DOCX report.
Prerequisites : ⚠️ Verify before starting
⚠️ CRITICAL: DO NOT START THIS TASK UNLESS ALL TASKS 1-4 ARE COMPLETE
This is the final assembly task. It cannot be completed without all previous work products.
IF ANY OF TASKS 1, 2, 3, OR 4 ARE NOT COMPLETE : Stop immediately and inform the user which tasks need to be completed first. The specific requirements are:
Do not attempt to create placeholder content, substitute missing sections, or assemble an incomplete report. The report requires ALL inputs to be publication-ready.
Input Verification :
BEFORE STARTING - ALL TASKS MUST BE COMPLETE:
Task 1 Verification:
- [ ] Company research document exists? (6-8K words)
- [ ] Management bios complete? (300-400 words × 3-4 execs)
- [ ] Competitive analysis complete? (5-10 competitors)
- [ ] Risk assessment complete? (8-12 risks)
Task 2 Verification:
- [ ] Financial model exists and can be opened?
- [ ] Model has projections (5 years)?
- [ ] Scenarios exist (Bull/Base/Bear)?
Task 3 Verification:
- [ ] Valuation analysis complete?
- [ ] Price target determined?
- [ ] Recommendation set? (BUY/HOLD/SELL)
- [ ] DCF and comps complete?
Task 4 Verification:
- [ ] Chart zip file exists?
- [ ] Can extract/access all 25-35 chart files from zip?
- [ ] All 4 mandatory charts present?
- [ ] Revenue by product (stacked area)
- [ ] Revenue by geography (stacked bar)
- [ ] DCF sensitivity (heatmap)
- [ ] Valuation football field
- [ ] Chart files accessible and can be opened?
IF ANY VERIFICATION FAILS: Stop and complete missing task first.
Process :
Key Principles :
🔥 CRITICAL: GO ALL OUT ON THIS TASK
THIS IS THE FINAL DELIVERABLE. DO NOT TAKE SHORTCUTS.
NEVER:
This is publication-ready institutional research. Spare no effort, tokens, or detail.
Output : Comprehensive Equity Research Report (.docx)
Specifications :
Structure :
File name : [Company]_Initiation_Report_[Date].docx
⚠️ DELIVER ONLY THIS 1 DOCX FILE. NO executive summaries, no "highlights" documents, no extra files.
Final Verification :
Each task has strict prerequisites. Running a task without required inputs will:
Always verify inputs before starting a task.
Task 1 : ✅ No verification needed (independent)
Task 2 : Check historical financials available
Task 3 : Check financial model exists and is accessible
Task 4 : Check both model (Task 2) AND valuation (Task 3) exist
Task 5 : Check ALL previous tasks complete (1, 2, 3, 4)
IF prerequisites are missing:
1. Stop the current task
2. Identify which prerequisite task(s) need to be completed
3. Execute the missing task(s) first
4. Return to current task once prerequisites are met
User: "Use initiating-coverage, Task 5 for Tesla"
Claude: "Starting Task 5: Report Assembly for Tesla
VERIFICATION - Checking prerequisites:
- Task 1 (Company research)... ❌ NOT FOUND
- Task 2 (Financial model)... ❌ NOT FOUND
- Task 3 (Valuation)... ❌ NOT FOUND
- Task 4 (Charts)... ❌ NOT FOUND
⚠️ VERIFICATION FAILED
Task 5 requires ALL previous tasks to be complete.
To proceed:
1. Complete Task 1: Company Research
2. Complete Task 2: Financial Modeling
3. Complete Task 3: Valuation Analysis
4. Complete Task 4: Chart Generation
5. Then return to Task 5
Would you like to start with Task 1 first?"
Detailed instructions for each task are in separate reference files to keep this skill lean:
When to load reference files : Load ONLY the reference file associated with the specific task being performed. These files are very large - do not load multiple reference files at once. Read the appropriate task reference file at the start of the task for detailed step-by-step instructions.
All outputs meet institutional standards from leading investment banks (JPMorgan, Goldman Sachs, Morgan Stanley):
Same session : Outputs automatically available to subsequent tasks
Different sessions : Reference previous task outputs explicitly
"Use Task 3 with the model from yesterday at [path]"
"Use Task 5 with the research document at [path]"
Recommended structure during workflow:
ProjectFolder/
├── Task1_Research/
│ └── [Company]_Research_Document.md
├── Task2_Model/
│ └── [Company]_Financial_Model.xlsx
├── Task3_Valuation/
│ └── [Company]_Valuation_Analysis.pdf
├── Task4_Charts/
│ ├── chart_01.png
│ └── ... (25-35 files)
└── Task5_Report/
└── [Company]_Initiation_Report.docx
This skill does NOT support running all tasks automatically in sequence. Each task must be explicitly requested and verified.
Why : This ensures:
A successful initiation report workflow should:
Output quality : Institutional (JPMorgan/Goldman/Morgan Stanley level) Use case : First-time comprehensive coverage of a company
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